I help you, the business owner create a business entity for succession planning, asset protection and to minimize income taxes. Your business entity will be supported with agreements, minutes, annual reports, and Statement of Information to protect you against lawsuits, creditors, owner disputes, divorce, death and double taxation.

I can prepare for your business entity written agreements that define expectations and promises to avoid common problems with employees, vendors, customers and co-owners with.

Key documents that are often overlooked is an agreement among owners on how to operate the entity and how to transfer ownership. This document often appears as several documents known as a buy-sell agreement, shareholders’ agreement and minutes. Good business practice is to provide all operating procedures and ownership transfer methods in one document. Best practices include in the document conflict resolution requirements to avoid deadlock and the destruction of the entity by in-fighting.